Why Am I An Investment Advisor (and Financial Planner)?

December 17, 2019 |Marc Morais
Long before IPads and portable DVD players, my parents would often drive my younger siblings and me to Val-Comeau, New Brunswick to visit family. What did I do for entertainment on these 16 hour road trips? Math flash cards! A few years later? Full blown...
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“The Roaring 20’s… Redux”

November 23, 2019 |Heather LeBar
Well, well, well….I looked back to the beginning of the year and I see that one of my first blog posts was, whaddya know, a checklist for your New Year’s Financial Resolutions. So here we are at the end of 2019 already (!) and I thought I’d round things...
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The Golden Rule . . . of Investing

August 14, 2019 |Marc Morais
You’ve heard it all your life: Don’t put all your eggs in one basket! What does this mean when it comes to investing? Investing all your money primarily in one stock severely increases your risk without necessarily increasing your investment return (see:...
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New Year's Resolutions for Good Financial Health

February 07, 2019 |Heather J. LeBar
New Year’s Resolutions for Good Financial Health We’re in month two already – how are you doing with your resolutions? There are so many of these lists published every year and there’s nothing particularly ground-breaking about mine except that I believe...
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